ARS Wealth Advisors Group’s iShares Select Dividend ETF DVY Stock Holding History

ARS Wealth Advisors Group’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$298K	Sell	1,909 -70	-4%	-$10.8K	0.02%	181
2026 Q1	$300K	Buy	1,979 +351	+22%	+$53K	0.03%	165
2025 Q4	$230K	Hold	1,628	–	–	0.02%	175
2025 Q3	$231K	Hold	1,628	–	–	0.02%	176
2025 Q2	$216K	Hold	1,628	–	–	0.02%	177
2025 Q1	$219K	Sell	1,628 -50	-3%	-$6.7K	0.03%	149
2024 Q4	$220K	Hold	1,678	–	–	0.03%	149
2024 Q3	$227K	Sell	1,678 -300	-15%	-$38.8K	0.03%	157
2024 Q2	$239K	Buy	1,978 +1	+0.1%	+$121	0.03%	146
2024 Q1	$244K	Buy	+1,977	New	+$232K	0.03%	142

Other funds holding DVY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIAP

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

ARS Wealth Advisors Group's DVY Position: Q2 2026 in Review

ARS Wealth Advisors Group reduced its iShares Select Dividend ETF (DVY) stake by 3.5% in Q2 2026, selling an estimated $10.8K and leaving 1,909 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #181.

ARS Wealth Advisors Group first reported a position in DVY in Q1 2024 and has held it in 10 quarters since. The position peaked at $300K in Q1 2026. 627 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

ARS Wealth Advisors Group held 1,909 shares of iShares Select Dividend ETF worth $298K as of Q2 2026.
ARS Wealth Advisors Group sold 70 iShares Select Dividend ETF shares in Q2 2026, an estimated $10.8K.
iShares Select Dividend ETF made up 0.02% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #181 holding.
ARS Wealth Advisors Group first reported a position in iShares Select Dividend ETF in Q1 2024 and has held it in 10 quarters since.
ARS Wealth Advisors Group's iShares Select Dividend ETF position peaked at $300K in Q1 2026.
627 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.